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Up to £30k+ Study Support + Excellent Benefits
My client, a dynamic, boutique Wealth Management firm based in Colchester, is currently seeking a Financial Administrator to join their growing team. With steady expansion driven by both organic growth and acquisitions, the firm is now looking for an additional Financial Administrator to support three of their Financial Advisers in their Essex office.
In this role, you will work closely with Paraplanners and Advisers, assisting with tasks such as preparing suitability reports, managing the end-to-end LOA process, maintaining client contact, handling client requests, and preparing documentation for Advisers. You will also engage in product research, providing a varied and stimulating work experience.
Our client takes pride in fostering a supportive and nurturing environment, where every team member is valued and encouraged to excel both professionally and personally. They place a strong emphasis on employee well-being, fostering a culture of creativity, innovation, and career growth.
Key Responsibilities:
- Collaborate with Paraplanners and Advisers
- Prepare suitability reports and documentation
- Manage the full LOA process
- Maintain client relationships and handle client tasks
- Conduct product research across the whole of the market
This opportunity is ideal for someone with 12+ months of experience as a Financial Administrator or Client Service Coordinator within wealth management. The role offers full study support, a defined career development plan, and the chance to grow within a forward-thinking firm.
If you're looking for a career in a company with strong values and a clear vision for the future, this Financial Administrator role could be perfect for you. Interviews are starting next week, so early applications are encouraged.
For more details or to apply, please contact Joanna Clark at Financial Divisions.
